Director, Strategic Advisors – New Business

Engage fi

Director of Strategic Advisors leading business development strategies at Engage Fi. Identifying and securing new client relationships to drive revenue growth and expand market presence.

Posted 7/24/2026full-timeRemote • Florida • 🇺🇸 United StatesLead💰 $150,000 - $210,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business development and sales leadership, with a strong focus on client acquisition and relationship management in the financial services industry. Proven ability to lead teams, develop strategic sales plans, and drive revenue growth through effective collaboration and performance metrics.

Highest-signal resume keywords

Business DevelopmentSales LeadershipClient AcquisitionStrategic Sales PlanningFinancial Services Industry Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Consultative SalesNegotiationClosing SkillsPerformance Metrics DevelopmentRevenue ForecastingPipeline ManagementData-Driven Decision MakingTeam ManagementStrategic PartnershipsSales Objectives

Soft Skills

LeadershipInterpersonal SkillsCommunication SkillsPresentation SkillsOrganizational Skills

Tools & Technologies

CRM PlatformsSales Pipeline Management Tools

Industry Keywords

Banking IndustryPaymentsCore BankingDigital BankingFinancial Technology Solutions

About the role

Key responsibilities & impact

Develop and implement strategies to generate new business opportunities and expand Engage fi's client portfolio.
Lead, mentor, and manage a team of business development professionals, providing guidance and support to achieve team and company goals.
Establish performance metrics, sales objectives, and pipeline expectations for the team, and regularly review progress.
Identify, qualify, and pursue prospective clients through proactive outreach, networking, referrals, industry events, and strategic partnerships.
Build and maintain relationships with executive decision-makers and key stakeholders at prospective client organizations.
Lead complex sales opportunities from initial engagement through contract execution.
Collaborate with Marketing, Consulting Services, and Strategic Services teams to align go-to-market strategies and support lead generation efforts.
Recruit, train, and develop business development team members, fostering a collaborative, accountable, and high-performance sales culture.
Prepare and present regular reports on pipeline health, sales activity, revenue forecasting, win rates, and other key performance indicators to senior leadership.

Requirements

What you’ll need

Bachelor's degree in Business, Marketing, or a related field
Minimum of 10 years of experience in business development, sales leadership, or a related field, with a proven track record of managing teams and driving revenue growth through new client acquisition.
Experience in the banking industry, with preference given to sales related to payments, core banking, digital banking, or financial technology solutions.
Strong leadership and team management skills with the ability to inspire, coach, and motivate high-performing sales teams.
Excellent interpersonal, communication, and presentation skills with the ability to engage executive-level prospects and internal leadership.
Strategic thinker with strong analytical skills and the ability to make data-driven decisions.
Proven track record of developing new business and consistently meeting or exceeding sales goals.
Strong consultative sales, negotiation, and closing skills.
Ability to identify, qualify, and convert new business opportunities into long-term client relationships.
Experience developing and executing strategic sales and territory plans.
In-depth understanding of the financial services industry and the competitive landscape.
Strong organizational and time management skills with the ability to manage multiple priorities.
Ability to collaborate effectively across departments to deliver a seamless client experience.
Experience using CRM platforms and sales pipeline management tools.

Benefits

Comp & perks

Competitive pay, incentive programs, 401k matching
Unlimited time off plus 11 paid holidays
Medical, dental, and vision health plans with FSA or HSA options
Opportunities to volunteer and give back to the communities we serve
Paid remote work expenses
Career development, trainings, continuous learning, and employee recognition
Team engagement events and activities
Culture of growth and continuous improvement
A great place to work